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Jan 28, 2013
01/13
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mandy, i'm sorry, you like to talk about samsung, people want bigger screens and samsung is selling more than apple. so you assume samsung is bet are or more desirable. well, samsung is selling than apple because it is cheaper. more accessible to everybody. >> and in markets like asia. i will give you that. >> yeah. >> okay, show off. >> i think samsung is doing particularly well. how much of that is built on the success created and invented by the iphone, that another debate. >> peter, sorry, time is running out. peter, does apple have a true competitor? >> yes. they their number one and truest competitor is google. android. how the two match-up. the functionality and devices in the eco system. that the game. do you believe apple can go ahead it head against google. >> and aronically, fact oid, apple lost in terms of value, is the total value of google. >> which is 7,000 lycosis. >> it is. and a million apples. >>> herb on the street, is back. herb greenburg is here. and he is going to talk about the big move in herbalife. >> that would be herbalife, i think to you. plus, grow up americ
mandy, i'm sorry, you like to talk about samsung, people want bigger screens and samsung is selling more than apple. so you assume samsung is bet are or more desirable. well, samsung is selling than apple because it is cheaper. more accessible to everybody. >> and in markets like asia. i will give you that. >> yeah. >> okay, show off. >> i think samsung is doing particularly well. how much of that is built on the success created and invented by the iphone, that another...
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Jan 8, 2013
01/13
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is it apple, samsung, nokia, lumia, who has the best? >> the good news is that's never ending story and it always changing. i heard your debate around the ecosystem around samsung and i disagree. we sell roughly 50/50 between android and iphone devices. this is a war that's never going to end and i think that's good for consumers. >> a question about the very crowded video landscape. here at ces it's full of different video streaming options. how are you going to have your fios compete and how are you going to roll it out? >> the good news is we can provide the best service. if you look at fourth quarter, we probably lost a good six weeks because of the sandy impact in the northeast and we still did 130,000. so the demand is there. if you look at where we were two years ago when we came to ces, the average speed into the home was 50 megs. we just launched fios quantum that's 300 megs. >> i understand in your key note later you're going to be making some announcements. what are the new businesses you're getting into? >> well, we're going
is it apple, samsung, nokia, lumia, who has the best? >> the good news is that's never ending story and it always changing. i heard your debate around the ecosystem around samsung and i disagree. we sell roughly 50/50 between android and iphone devices. this is a war that's never going to end and i think that's good for consumers. >> a question about the very crowded video landscape. here at ces it's full of different video streaming options. how are you going to have your fios...
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Jan 29, 2013
01/13
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too quick to run right after samsung. but starting to look like the same product line. >> maybe this is just a great way to not introduce a new product, which would interfere with margins, put margin pressure on them. >> yeah, i ghesz theory that's been the big problem here, but i still think if you look at samsung's margins, 15%, ultimately, you have to think that apple is going somewhere near there. in the very short-term, for a trade, i think you can shoot against $435 on apple. you asked where to put new money to work, i think this is a place you can give it a shot. it is a trade. and use $435 as your top point. >> let's go to pops and drops. yahoo!, a pop and then a drop. >> north of $22 at one point yesterday in the aftermarket and then obviously dropped today. the conference call didn't go nearly as well. but i still think right here, i would say you buy it against. i think this stock moves higher. >> big pop for jcpenney, up 9%, anthony. >> what's happening, they are going back to that promotional strategy. ron jo
too quick to run right after samsung. but starting to look like the same product line. >> maybe this is just a great way to not introduce a new product, which would interfere with margins, put margin pressure on them. >> yeah, i ghesz theory that's been the big problem here, but i still think if you look at samsung's margins, 15%, ultimately, you have to think that apple is going somewhere near there. in the very short-term, for a trade, i think you can shoot against $435 on apple....
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Jan 4, 2013
01/13
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bit way, lead here, samsung 27%. apple 19%. lg is 17%. >> let's move on to something we all move and love. >> tory birch joining oprah on the list of billionaires. tory one of the youngest self made billion airs in america. second to only the inventor of spanx. how about that? kayla? >> even though bob is the expert on tory burch. >> thank you. >> i will make some comments. never underestimate what women will buy. tight cut off panty hose or $200 ballet flats, tory did make a move. no better way to take vengeance on your husband than become a self made billionaire. >> i didn't know you were such a tory burch fan. >> i called my wife and said, do you own any tory burch? . she said no. $200 ballet slippers, i draw the line. >> two stories that might catch your fancy. that's coming up in the next hour. [ male announcer ] where do you turn for legal matters? maybe you want to incorporate a business. or protect your family with a will or living trust. and you'd like the help of an attorney. at legalzoom a legal plan attorney is avai
bit way, lead here, samsung 27%. apple 19%. lg is 17%. >> let's move on to something we all move and love. >> tory birch joining oprah on the list of billionaires. tory one of the youngest self made billion airs in america. second to only the inventor of spanx. how about that? kayla? >> even though bob is the expert on tory burch. >> thank you. >> i will make some comments. never underestimate what women will buy. tight cut off panty hose or $200 ballet flats, tory...
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Jan 28, 2013
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someone like a samsung supplies almost 500. we think if apple do sign with major carriers like china mobile, like ntd.com, that can be a driver. then finally one more thing that can juice earnings is to have $137 billion of cash. $40 billion of that is on -- we expect the company to become more aggressive with the cash distribution and buybacks over the next 12 to 18 months. in terms of -- this is where i do agree with the other speaker. it is going to take time to repair this. we think an iphone 5 refresh comes out in june. a low end iphone which i would highlight is not in anybody's estimates today may come out in september. and the buybacks in q4. but the issue being there's not much in the next few months. even i would concede. >> jeff, what about all that? a lot of positives for apple here. >> let's talk about china growth for a minute. emerging market growth in general is going to have a lot to do with the price point that apple is going to be able to deliver their products. when we saw walmart come out with the iphone an
someone like a samsung supplies almost 500. we think if apple do sign with major carriers like china mobile, like ntd.com, that can be a driver. then finally one more thing that can juice earnings is to have $137 billion of cash. $40 billion of that is on -- we expect the company to become more aggressive with the cash distribution and buybacks over the next 12 to 18 months. in terms of -- this is where i do agree with the other speaker. it is going to take time to repair this. we think an...
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Jan 24, 2013
01/13
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>> from >> samsung is the front-runner. apple said we're just pulling the string. >> no way. apple just sold 2 million apple tv units and they call that a hobby. >> we have to disagree on this one because, unfortunately, we've run of tv time. >> how familiar does this sound to you? >> we're not going to see higher taxes. i don't think anybody thinks it's a good idea. >> but he said that before, right? and look what happened. house majority eric cantor speaking with maria from the world economic forum in davos, spids land, "x." >> billion air investor george soros is sounding alarm on a currency war. he made big bucks shorgt the british pound. may want to pay close attention to what he's saying right now. maria's first cnbc interview on him coming up. stay tuned. (announcer) at scottrade, our clients trade and invest exactly how they want. with scottrade's online banking, i get one view of my bank and brokerage accounts with one login... to easily move my money when i need to. plus, when i call my local scottrade office, i can talk to someone who knows how i trade. because i d
>> from >> samsung is the front-runner. apple said we're just pulling the string. >> no way. apple just sold 2 million apple tv units and they call that a hobby. >> we have to disagree on this one because, unfortunately, we've run of tv time. >> how familiar does this sound to you? >> we're not going to see higher taxes. i don't think anybody thinks it's a good idea. >> but he said that before, right? and look what happened. house majority eric cantor...
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Jan 30, 2013
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call it lenovo, samsung. i think that's where the ultimate wave tackle takes the the beach. >> back with a lot more coverage of the 10 in just a moment. all stations come over to mission a for a final go. this is for real this time. step seven point two one two. verify and lock. command is locked. five seconds. three, two, one. standing by for capture. the most innovative software on the planet... dragon is captured. is connecting today's leading companies to places beyond it. siemens. answers. i don't have to leave my desk and get up and go to the post office anymore. [ male announcer ] with stamps.com you can print real u.s. postage for all your letters and packages. i have exactly the amount of postage i need, the instant i need it. can you print only stamps? no... first class. priority mail. certified. international. and the mail man picks it up. i don't leave the shop anymore. [ male announcer ] get a 4 week trial plus $100 in extras including postage and a digital scale. go to stamps.com/tv and never go
call it lenovo, samsung. i think that's where the ultimate wave tackle takes the the beach. >> back with a lot more coverage of the 10 in just a moment. all stations come over to mission a for a final go. this is for real this time. step seven point two one two. verify and lock. command is locked. five seconds. three, two, one. standing by for capture. the most innovative software on the planet... dragon is captured. is connecting today's leading companies to places beyond it. siemens....
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Jan 30, 2013
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samsung's galaxy s3 selling 40 million unit. when it comes to the blackberry 10, analysts have expectations in the range of just half a million in the quarter through february for the sales of the device, the range of 13 million for the year. shares yesterday down 3%. even though as you have seen, people are excited about the product, can it actually sell enough devices to change the fundamental investing story for r.i.m., especially given the numbers that these competitors are turning out? >> all right. that's what we're looking at. >>> joining us is will connors, reporter at the "wall street journal." will, good to see you. thanks for joining us. i did get a little look at this with the ceo in davos on friday. i don't know much. it looked pretty cool to me. so look -- i guess the thing is, are consumers, customers going to want to buy it, and what does it do for the company? >> the thing is, is r.i.m. going to have enough marketing power with the carriers, its own cash, to get it in enough hands of consumers so they can test i
samsung's galaxy s3 selling 40 million unit. when it comes to the blackberry 10, analysts have expectations in the range of just half a million in the quarter through february for the sales of the device, the range of 13 million for the year. shares yesterday down 3%. even though as you have seen, people are excited about the product, can it actually sell enough devices to change the fundamental investing story for r.i.m., especially given the numbers that these competitors are turning out?...
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Jan 23, 2013
01/13
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samsung, got that great operating system, android, google. it's good enough so customers don't have to pay up for the iphone and the big companies are happy to steer customers there because they make more money selling samsung than apple. people who bought apple because of the chart. it was a stock that kept going higher, so the analysts kept raising targets, numbers. but once the stock started going down, the charts became the enemy. a circle, a vicious cycle down, chart became your enemy and that means the same people who had raised their price targets on the way up are now busy cutting them on the way down. and there'll be many, many more heard from tomorrow morning. sellers have been taking profits or losses, frankly, if they bought it too high either because they're trying to follow the discipline of not turning a gain into a loss, that's what i did for my charitable trust, follow along. we cut our position in half so we could play with the house's money. still stings, though, but you might have been a seller at the end of last year. you
samsung, got that great operating system, android, google. it's good enough so customers don't have to pay up for the iphone and the big companies are happy to steer customers there because they make more money selling samsung than apple. people who bought apple because of the chart. it was a stock that kept going higher, so the analysts kept raising targets, numbers. but once the stock started going down, the charts became the enemy. a circle, a vicious cycle down, chart became your enemy and...
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Jan 29, 2013
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the impact that has on samsung, relative to apple. i think the power in a way is moving from apple to samsung. and if you look at the year on year growth, it's 20% to 25% growth from samsung, zero growth from apple. >> tomorrow rim is -- does rim report tomorrow? >> no, it's the blackberry ten launch. >> oh, the blackberry 10 launch with the positive reviews rolling in from davos. >> every review rolling in for davos. >> it was a smart strategy for them to come and get the gadget in front of everybody and getting everybody excited and talking about it. >> it was funny to get everybody with lloyd blankfein and jamie dimon. >> did you just drop the name lloyd blankfein? >>> okay. mario draghi met victoria grilli last night to discuss. officials had been questioning how much italy's central bank and mario montana ty's governmet knew about applying for state aid. they have rebounded. they are atop the euro stoxx 600 today. >> by the way, a lot of people say that's not a good thing having drinks with those two guys. >> be careful who you h
the impact that has on samsung, relative to apple. i think the power in a way is moving from apple to samsung. and if you look at the year on year growth, it's 20% to 25% growth from samsung, zero growth from apple. >> tomorrow rim is -- does rim report tomorrow? >> no, it's the blackberry ten launch. >> oh, the blackberry 10 launch with the positive reviews rolling in from davos. >> every review rolling in for davos. >> it was a smart strategy for them to come and...
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Jan 30, 2013
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apple has real competition from samsung. with an android operating system with the visionaries from google. sure the market's big, but samsung's beating apple in cell phone share and perhaps more important, apple's phones may not be good enough to take that share back. tablets are terrific. but apple's lost the invinceability that extends to the tablet market. apple has compounded the problem by releasing a faulty map app, a new cord, and i like the old one, and a disliked itunes iteration. it's no longer the only game in town. amazon's total addressable market if it can perfect same-day delivery, which it is going to do with all of these warehouses, is literally all of retail, everything, everything sold at costco, walmart, supermarket, department store, food store, hardware store around the globe. maybe one day selling houses and boats if u.p.s. can figure out a way to deliver them. the addressable market may be no longer than the personal computer and cell phone replacement segment. and many think in a few years, those ma
apple has real competition from samsung. with an android operating system with the visionaries from google. sure the market's big, but samsung's beating apple in cell phone share and perhaps more important, apple's phones may not be good enough to take that share back. tablets are terrific. but apple's lost the invinceability that extends to the tablet market. apple has compounded the problem by releasing a faulty map app, a new cord, and i like the old one, and a disliked itunes iteration....
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Jan 28, 2013
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the samsung, twitter has began a porn problem. the power rundown is next. you don't want it miss it. ♪ (train horn) vo: wherever our trains go, the economy comes to life. norfolk southern. one line, infinite possibilities. >>> today it is all about tech. first up folks china is considering lifting a 13-year-old ban on video game consoles. nintendo and sony surging a little bit today. i guess you call them surges. julia, you think this ban will be lifted? julia? >> yes, i think it'll be. i think the question is, will it make a difference in mobile and social games are not banned. so if you can play the gims for free or next to nothing, are people going to want to invest in a console. other thing to keep in mind tyler is the fact that ban is not very much enforced so these have been smuggled in in the past. >> john, do 6 billion chinese want to play madden 13 or what? >> yeah, and a lot of them already are. piracy is a huge problem there. ps3 is harder to pirate so yeah, they will probably lift the ban but will it have a positive impact? maybe not. >> let's
the samsung, twitter has began a porn problem. the power rundown is next. you don't want it miss it. ♪ (train horn) vo: wherever our trains go, the economy comes to life. norfolk southern. one line, infinite possibilities. >>> today it is all about tech. first up folks china is considering lifting a 13-year-old ban on video game consoles. nintendo and sony surging a little bit today. i guess you call them surges. julia, you think this ban will be lifted? julia? >> yes, i think...
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Jan 22, 2013
01/13
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in some ways, i think, melissa, others would argue, at&t and verizon versus apple and samsung, how much can we pull back some of the subsidy that goes into perhaps these margin numbers, what other things can we do to bring operating costs down as well. but there will be a read through to apple here. at least people will try to. perhaps a positive one -- >> that's what my take looks like. >> take caution there. don't read too much into it. nonetheless, that would be the take. >> we're going to get at&t this week. and apple. and maybe two other s&p companies. >> this is it. go to davos to avoid these -- oh, no, i'm here. >> ouch for those who go to davos. >> you were saying, jim, you were telling david before the show, you do not take this week off for a reason. >> you cannot take this week off. how do you do your job? this is it. will ray lewis take off super bowl week? i doubt it. look, i'll take the heat. i like ray. sorry. i like him. >> what a weekend of football. would you buy apple ahead of the earnings this week? >> i think it's fine. >> tempered enthusiasm. >> apple's fine. >> th
in some ways, i think, melissa, others would argue, at&t and verizon versus apple and samsung, how much can we pull back some of the subsidy that goes into perhaps these margin numbers, what other things can we do to bring operating costs down as well. but there will be a read through to apple here. at least people will try to. perhaps a positive one -- >> that's what my take looks like. >> take caution there. don't read too much into it. nonetheless, that would be the take....
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Jan 29, 2013
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. >> i see some people switch to samsung and samsung galaxy s3. i've heard it's pretty good and there's apps you can't put on your iphone. i would say some people are starting to switch over but i'm still faithful to iphones. >> i've heard a lot of reviews with new sam sungs, galaxy. a lot are saying better than iphone. >> they are similar. why spend more on the iphone. you get the same technology. >> how much did it cost? >> about like $100. it's cheap not like the iphones. >> they are in transition. they just lost steve jobs. have you to give them time. they are innovative. apple tv looks cool. >> i don't think they will lose status, i just don't think they will be the sole providers for that anymore. >> a lot of them have iphones but many have not upgraded to the 5. that mizzou survey found 18 to 34 years old have more androids that iphones that flip flops with college graduates. most graduates from iphones and blackberries, back to you. >> thanks very much, jane. give my love to my alma mater. meanwhile, a big deal in the battle over cyber sec
. >> i see some people switch to samsung and samsung galaxy s3. i've heard it's pretty good and there's apps you can't put on your iphone. i would say some people are starting to switch over but i'm still faithful to iphones. >> i've heard a lot of reviews with new sam sungs, galaxy. a lot are saying better than iphone. >> they are similar. why spend more on the iphone. you get the same technology. >> how much did it cost? >> about like $100. it's cheap not like...
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Jan 14, 2013
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i think that samsung has come on very strong. when you go to a resaler, the sales for samsung are much stronger than they used to be. i think this shift has got to be acknowledged. as henry blodgett said, the stock is inexpensive. when you have something that is old news, new news, it doesn't matter, there is a continuing recognition that something is just not as great at apple that it used to be. >> i think we can make the argument all day and all night, the valuation, cash on hand, dividend that apple is paying. at the same time you can make that case for a lot of other tech stocks out there. they pay a dividend and yet the stocks don't move much anymore. and i'm thinking of like a microsoft, for instance. >> well, i was just reiterating what henry was saying. >> right. >> i feel that, again, there's a lot of things that are subtly wrong with apple. the new itune iteration is just hated. i don't know a soul who likes it. it's very clear that there are real issues involving the ipad mini and whether it's as exciting as it used t
i think that samsung has come on very strong. when you go to a resaler, the sales for samsung are much stronger than they used to be. i think this shift has got to be acknowledged. as henry blodgett said, the stock is inexpensive. when you have something that is old news, new news, it doesn't matter, there is a continuing recognition that something is just not as great at apple that it used to be. >> i think we can make the argument all day and all night, the valuation, cash on hand,...
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Jan 24, 2013
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more to samsung than -- >> i phones? >> not just apple, samsung anymore. china's market, four domestic suppliers outselling apple. mentioned the cool pad, 8060. a fraction of what the ipad costs in china. competition that apple is facing around the world, not just the united states. spate of new products. >> the blackberry 10 launch days away, steve liesman held in his happened. >> should it trade through the multiple of intel and microsoft? >> he said if am closes today below 483, it will see 425, his price target pretty quickly. ultimately, he does believe that apple is fairly valued in the 300s. >> yield there. >> i don't know. >> he is known as an extraordinarily good fixed income manager but he has waded into equities. i don't know if it is reflected on his fronts. >> five times earnings, i don't know. bethlehem steel two times earnings two years before it went bankrupt. isn't that something two years before. the multiples shrunk. or would love to get apple five times earnings, three times earnings cash. like to get cash. >> sure, why not? >> i got to
more to samsung than -- >> i phones? >> not just apple, samsung anymore. china's market, four domestic suppliers outselling apple. mentioned the cool pad, 8060. a fraction of what the ipad costs in china. competition that apple is facing around the world, not just the united states. spate of new products. >> the blackberry 10 launch days away, steve liesman held in his happened. >> should it trade through the multiple of intel and microsoft? >> he said if am closes...
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Jan 28, 2013
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is this really a samsung story? >> it's samsung and android really, seeing developing markets, part of it is a bigger screen fephenomenon, tied to so manufacturers and samsung has been the biggest beneficiary of that trend. you look at iphone sales the last quarter looks like the u.s. and china are close to 45% of iphone shipments this last quarter bigger than where it's been. it suggests they are struggling outside of those markets. >> average selling prices, too, i heard from some carriers this quarter, people love their iphones but might not love them enough to pay more than they absolutely have to. >> this has been one of the big positives of the story some time. that strong iphone asp, average selling price. that still hung at $640 in the quarter, which is strong. the longer term, that's clearly a risk. there's a lot of clamor among investors for a lower priced iphone and what kind of margins and esp does that bring. that could be another story off-setting some long term positives. >> you're joining us on a wee
is this really a samsung story? >> it's samsung and android really, seeing developing markets, part of it is a bigger screen fephenomenon, tied to so manufacturers and samsung has been the biggest beneficiary of that trend. you look at iphone sales the last quarter looks like the u.s. and china are close to 45% of iphone shipments this last quarter bigger than where it's been. it suggests they are struggling outside of those markets. >> average selling prices, too, i heard from some...
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Jan 24, 2013
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they're lengthening the lead over samsung. creating in product categories, very defensive the last three to six months. >> could you talk about what is happening in the laptop, in the desktop business. didn't they also miss meaningfully there on the laptops and there is lots of rumors in the marketplace about major discounts there. so it is fair to say then nothing is really hitting on all cylinders at this point in the company. >> well, they were supply constrained on a number of products. the phones, through most of the quarter, and the desktops. perhaps wasn't great execution, but they were very much constrained. so we do, in fact, look for a bounceback next quarter in the mac business, which is part of the reason that the gross margin might come in lower than people expected. not part of the company that is going to be a key driver, but it did hurt revenue in the quarter. we expect them to make some of that up in the march period. >> i'm just wondering, steve, you know, finally, save for reinventing the wheel, what would b
they're lengthening the lead over samsung. creating in product categories, very defensive the last three to six months. >> could you talk about what is happening in the laptop, in the desktop business. didn't they also miss meaningfully there on the laptops and there is lots of rumors in the marketplace about major discounts there. so it is fair to say then nothing is really hitting on all cylinders at this point in the company. >> well, they were supply constrained on a number of...
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Jan 8, 2013
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about 70% of samsung's profit comes from its mobile division. that's where it recently overtook apple in smartphones there. also u.s. regulators want those nice, quiet, hybrid vehicles to make a little noise. that's according to the national highway traffic safety administration. those cars don't make enough noise which presents a danger to pedestrians and cyclists. the proposed rule would require noise when the vehicles travel under 18 miles an hour. >>> and the greek prime minister is meeting with german chancellor angela merkel this morning. he's in berlin to update german officials on recent progress, battling its debt problems. he told reporters that his country is delivering on his promises. >> and the nfib's latest read on the economy and small business is out. senior economics reporter steve liesman joins us with the details and a special guest. >> thanks very much, andrew. following the second biggest decline in the history of the nfib survey the small business optimism gaining a scant, wait for it, half a point in december. the decline
about 70% of samsung's profit comes from its mobile division. that's where it recently overtook apple in smartphones there. also u.s. regulators want those nice, quiet, hybrid vehicles to make a little noise. that's according to the national highway traffic safety administration. those cars don't make enough noise which presents a danger to pedestrians and cyclists. the proposed rule would require noise when the vehicles travel under 18 miles an hour. >>> and the greek prime minister...
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Jan 4, 2013
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concerns it needs to come up with new and innovative products and strategy analystics forecast that samsung of south korea. widen its lead over apple in global smart phone sales with 35% growth. hence we see apple to the down side today. we see mosaic fertilizer company going down. it expects margins to fall even further in the current quarter reflecting the low price contract with china. why is the stock higher in the company earned one buck to a share and that was beating expectations. trans ocean, big rig contractor, right? also moving higher because it settled 1.4 billion over u.s. government charges with the bp mexico oil spill and admitted its crew on the deep water horizon was partly responsible. it raised one buck to $55. and gm, more than 69,000 full size trucks and vans recalled. reason why? they can roll away after being parked. obviously, not ideal. if you have a truck and it rolls away down the hill. bring this in. all this is something that cramer talked about this morning. herb thinks it is a ticking time bomb. how do you respond to that? >> and i'm not putting words in his m
concerns it needs to come up with new and innovative products and strategy analystics forecast that samsung of south korea. widen its lead over apple in global smart phone sales with 35% growth. hence we see apple to the down side today. we see mosaic fertilizer company going down. it expects margins to fall even further in the current quarter reflecting the low price contract with china. why is the stock higher in the company earned one buck to a share and that was beating expectations. trans...
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samsung is powerful. there's a very good article in the paper today how samsung is trying to outguess their specs. samsung is the best. the biggest and -- well, this story was the best. i love my iphone. i'm not going to change it. they're not going to get me to change. >> we can try. >> that's an endorsement. >> you will have to pry my cold dead hands off my iphone. >> really? >> do you use siri? >> i'm there for you. >> are you a snooze? do you hit the snooze button? >> yes. then it follows with you, and then you really wake up. >> you better get the heck up. i'll come to your house. i'll come to your house if you don't get up. >> wow. that's frightening. i'm getting up. >> what's amazing, there was no people, they were able to work on saturday. it was fantastic. i'm not irish, so i can't step in at all. >> there was one in ireland and israel? oh, i got it. >> israel was the -- >> they're trying to show me that the plants were open on saturdays. they were able to do the fab plant, for the new 486, witho
samsung is powerful. there's a very good article in the paper today how samsung is trying to outguess their specs. samsung is the best. the biggest and -- well, this story was the best. i love my iphone. i'm not going to change it. they're not going to get me to change. >> we can try. >> that's an endorsement. >> you will have to pry my cold dead hands off my iphone. >> really? >> do you use siri? >> i'm there for you. >> are you a snooze? do you hit...
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Jan 9, 2013
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you look at samsung's growth, and samsung at 31% of worldwide shipments, from 8.8%. so we're seeing these two sort of cross paths here with samsung on the upswing, samsung yesterday reporting a record year, and apple on the down side. >> how long is tim cook going to subsidize its biggest enemy, samsung, and not go to taiwan semiconductors? do something about this south korean invasion. samsung is apple around the world. >> no doubt about it. took that nice train from london to paris. it goes a lot faster than amtrak, just so you know. >> does it lose money every year? >> no apple iphones to be found. but you saw a lot of galaxiegal >> you know, i've got to tell you, apple, wow, what a powerful hurt it's being put on a lot of people. this was one of those stories that everybody owns, and now everybody's saying, what the heck. >> right. >> got to break some news here with mary thompson. i think she's back at headquarters, news on aig. >> as we all know, the company's board is meeting today. and evidently after this meeting, according to a source, representatives from
you look at samsung's growth, and samsung at 31% of worldwide shipments, from 8.8%. so we're seeing these two sort of cross paths here with samsung on the upswing, samsung yesterday reporting a record year, and apple on the down side. >> how long is tim cook going to subsidize its biggest enemy, samsung, and not go to taiwan semiconductors? do something about this south korean invasion. samsung is apple around the world. >> no doubt about it. took that nice train from london to...
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Jan 22, 2013
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they are probably using it as leverage against the samsung and hdcs to make sure they are delivering the right kinds of products that consumers want. >> one of the other questions is they have a bucket load of cash running into the billions of dollars, right, herb? the question is what are they going to buy next? >> i know what i think they should buy next and know what they should not buy next. rocky and i have talked about on what they should not buy next and where this comes up with is why people would think they would go out and buy a groupon is absolutely beyond me unless they could get it for next to nothing, virtually next to nothing. you agree with me on that one, rock me. >> even if you get it for next to nothing, there's 10 plus million people at group on. >> i think they should buy linkedin and the reason is because on the social media side linkedin is very grown up, and it's a very high quality, high demographic group of people. i've been writing there for the past week or two, stunned by the level of the quality of the comments and the type of people who are reading thei
they are probably using it as leverage against the samsung and hdcs to make sure they are delivering the right kinds of products that consumers want. >> one of the other questions is they have a bucket load of cash running into the billions of dollars, right, herb? the question is what are they going to buy next? >> i know what i think they should buy next and know what they should not buy next. rocky and i have talked about on what they should not buy next and where this comes up...
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Jan 4, 2013
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argument has been on apple for the last several months that someone will knock them off their perch, samsung or somebody will come along and knock them down, google will not sit up there forever. they have 75%. they won't go up to 100%. i'm not knocking google. i wish i was long the stock but i think at this level and the is the better buy. >> i look at all the different revenue streams that apple has that aren't available right now to google because, a, they give away the software, the android operating system and so forth. apple, on the other hand, gets paid for the itunes store and takes money basically 30% of every sale there over at the app store. they're making money on almost everything that you use that ecosystem for. google doesn't. google, on the other hand, has monetized search both on the desktop and on mobile better than anybody else yet. they've got that big risk that facebook, just as murphy said, somebody is going to be coming after them on search. well, we know who one of those somebodies is -- it's facebook. and it is in mobile which is how more and more of us are searching
argument has been on apple for the last several months that someone will knock them off their perch, samsung or somebody will come along and knock them down, google will not sit up there forever. they have 75%. they won't go up to 100%. i'm not knocking google. i wish i was long the stock but i think at this level and the is the better buy. >> i look at all the different revenue streams that apple has that aren't available right now to google because, a, they give away the software, the...
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Jan 31, 2013
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. >> samsung -- >> it's all good. we want to run business applications so our customers take better care of their customers. so they can provision applications on the mobile, make their customers happy and we secure those devices and those transactions so our customers are best-run businesses. my thing is the knowledge company. >> okay. >> if you think about the cloud big data and mobile and knowing more about the end-to-end value chain on how to connect with that customer, than any other company in the world, that's the knowledge company. that's s.a.p. >> so the knowledge company even works in an atmosphere like europe where obviously your numbers are as if europe's doing well. what happens to your numbers if europe actually does well itself? >> they go even higher. i mean, we grew 13% in europe. we grew five times faster than our nearest competitor. we're taking share from everybody. and if you look at our competitors, why are they losing? >> jim, why are they losing? >> why are they losing? because the eye has to b
. >> samsung -- >> it's all good. we want to run business applications so our customers take better care of their customers. so they can provision applications on the mobile, make their customers happy and we secure those devices and those transactions so our customers are best-run businesses. my thing is the knowledge company. >> okay. >> if you think about the cloud big data and mobile and knowing more about the end-to-end value chain on how to connect with that...
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Jan 19, 2013
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knows that the customer's always right but seems to have the wrong customers, certainly not apple or samsung. you sure wouldn't want to own the stock based on the quarter or the conference call. but what did management hang its hat on? how did they entice you into thinking you should own the stock here? because of hope, hope that the second half of the year will be stronger globally, that the world's economies are going to get better. and that made me ask myself, is this hope that things will get better or somehow do they just know it? and if they do know things will get better, please tell me how. i certainly believe in hope. in the end, if you're investing, i say hope should be part of the equation. you can hope that the ravens beat the belichicks and bradys and sunday, we need more facts to get more bullish from here. and the sooner we get them, the more positive i'll feel about the stocks after the run they've had. stay with cramer. >>> keep up with cramer all day long. follow @jimcramer on twitter and tweet your questions #madtweets. [singing] hoveround takes me where i wanna go... wher
knows that the customer's always right but seems to have the wrong customers, certainly not apple or samsung. you sure wouldn't want to own the stock based on the quarter or the conference call. but what did management hang its hat on? how did they entice you into thinking you should own the stock here? because of hope, hope that the second half of the year will be stronger globally, that the world's economies are going to get better. and that made me ask myself, is this hope that things will...
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Jan 24, 2013
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they can't simply have another phone out there and hope to battle against samsung and apples of the world. >> would you buy it at $28 a share? >> we prefer to wait. i have a neutral on the side right now. >> yun kim, thank you. >> thank you. >> michael far, president of far, marshall and washington. >> thank you. >> we were talking earlier and it hasn't rewarded you for a long time. >> it hasn't rewarded us. >> why do you hold it. >> let's look at numbers on microsoft. expecting 75 sent for the quarter with be that turns into about three bucks for the year. on a $27 stock microsoft is trading around nine times this year's estimates. 5.60 sint cents in cash and 3% yield. this is a stock with a lost cash, a lot of flexibility, good model and yes, we've had trouble with pcs. and because in terms of a pc cycle, it has been somewhat elong gated bay shift to the tablets. people are buying tablets. with a mature, very nice safe company, sooner or later, i this i they get it right. but you get paid to wait. >> but you've been waiting a long time, michael. i hear you nibbling at the value. you tal
they can't simply have another phone out there and hope to battle against samsung and apples of the world. >> would you buy it at $28 a share? >> we prefer to wait. i have a neutral on the side right now. >> yun kim, thank you. >> thank you. >> michael far, president of far, marshall and washington. >> thank you. >> we were talking earlier and it hasn't rewarded you for a long time. >> it hasn't rewarded us. >> why do you hold it. >>...
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Jan 8, 2013
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when i see samsung reporting, and i talk to people and say, the samsung device outside of the united states is much larger. >> they sold 62 million smartphones in the quarter. apple sold 45 million iphone 5s. they benefited from the supply issues when the iphone 5 launched. >> 500 handsets a second from samsung. the galaxy is now the best selling smart foun, surpassing the 5 and 4-s. >> the mini ipad moving things a little bit. is there something that they have that no one's dreamed of? you go back and look at what they've developed. periodically they've developed what steve jobs used to say is, not what you want in the sense that, well, i'm looking for a better -- but something you never thought about that you suddenly just can't believe you can't live without. i think they've got to come up with something. they've got to come up with something that you can't live without that you don't know about. >> and they'll be able to do that without steve jobs? not just embracing something, but pushing the people behind it to actually make it a reality? >> tim cook, according to the interview
when i see samsung reporting, and i talk to people and say, the samsung device outside of the united states is much larger. >> they sold 62 million smartphones in the quarter. apple sold 45 million iphone 5s. they benefited from the supply issues when the iphone 5 launched. >> 500 handsets a second from samsung. the galaxy is now the best selling smart foun, surpassing the 5 and 4-s. >> the mini ipad moving things a little bit. is there something that they have that no one's...
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Jan 2, 2013
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samsung electronics jumped 3.6% to another lifetime high. pasco up more than 3% boosted by upbeat chinese data. the steelmaker leading a consortium to buy a 15% stake in a canadian iron ore firm. in australia, optimism over the u.s. sent the asx 200 to a 19-month high. hopes of china's recovery. the ceo sounded a warning bell saying the current rally we're seeing, iron ore prices won't last. and china's official pmi data showed manufacturing activity expanded at a modest pace in november, matching december's seven-month high at 50.6. we'll see how chinese stocks reacted when the market reopens this friday. and that's also when japanese markets come back from holidays. meanwhile, india's pmi jumped to the highest level in six months. the sensex gaining about .7%. back to you. >> thanks for that. you would see the extended offer until january 10. in europe, just over an hour and, what, ten minutes into the trading day 9-1. on the front foot this first trading day of the year, pretty good gains for the year. the ftse was an underperformer along
samsung electronics jumped 3.6% to another lifetime high. pasco up more than 3% boosted by upbeat chinese data. the steelmaker leading a consortium to buy a 15% stake in a canadian iron ore firm. in australia, optimism over the u.s. sent the asx 200 to a 19-month high. hopes of china's recovery. the ceo sounded a warning bell saying the current rally we're seeing, iron ore prices won't last. and china's official pmi data showed manufacturing activity expanded at a modest pace in november,...
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really, the only competitor out there i see out there is samsung. >> all right. >> and the ipad mini is on fire in china. >> you don't think i should hold out for the blackberry 10? >> we're going to be the last people on earth with one of these. >> and our senior producer over there, too. thank you, gentlemen. happy new year. >> thanks, happy new year. >> happy new year. >>> it was a happy new year on wall street. the dow and nasdaq posting their biggest gains in half a year. >> will stocks keep flying hike tomorrow morning or come crashing down from a bad hangover? two of the streets top money pros will weigh in, coming up pros will weigh in, coming up next. you won't just find us online, you'll also find us in person, with dedicated support teams at over 500 branches nationwide. so when you call or visit, you can ask for a name you know. because personal service starts with a real person. [ rodger ] at scottrade, seven dollar trades are just the start. our support teams are nearby, ready to help. it's no wonder so many investors are saying... [ all ] i'm with scottrade. [ "the odd
really, the only competitor out there i see out there is samsung. >> all right. >> and the ipad mini is on fire in china. >> you don't think i should hold out for the blackberry 10? >> we're going to be the last people on earth with one of these. >> and our senior producer over there, too. thank you, gentlemen. happy new year. >> thanks, happy new year. >> happy new year. >>> it was a happy new year on wall street. the dow and nasdaq posting...
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Jan 9, 2013
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we make cars so that they will work with any phone, whether it's a motorola, samsung, or nokia or apple, and any provider. >> the reason that is possible is because smartphone penetration in the u.s. is up near 50% with android and the iphone as the main drivers of that. expect that to be a trend that we see for the next couple of years now that manufacturers know there's probably a smartphone in your pocket. all the gadgets around you can do that much more. >> john ford there. >>> ubs' former chief executive and the current head of the investment bank are among the ubs executives testifieding today before the british parliament. now, in fact, as you see right there. this inquiry focuses banking standards following a spate of scandals at the lender including manipulation of libor and a rogue trading loss that cost the company some $2.3 billion. we'll be listening in here and there. so far, what we've heard from ceo of the investment bank is that ubs management is very focused on recovering "honor and standi standing" that the bank had in the past. we're keen to hear from him detail as t
we make cars so that they will work with any phone, whether it's a motorola, samsung, or nokia or apple, and any provider. >> the reason that is possible is because smartphone penetration in the u.s. is up near 50% with android and the iphone as the main drivers of that. expect that to be a trend that we see for the next couple of years now that manufacturers know there's probably a smartphone in your pocket. all the gadgets around you can do that much more. >> john ford there....
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what more could the man have done realistically against samsung sand apple? anything could have done yesterday to have held that stock up? >> to be very fair, you were right, he was dealt a very difficult hand when he stepped into this role. he has been -- he has done what he could with a very bad lot. however, however, i think the market is against him. you mention $70,000 apps, simon, but there are some that are missing and it becomes a chicken and egg type thing, people will come to them only if certain apps are there and if -- if those apps -- if people come, the apps probably will come. necessary a very tough position and i think he's done the best co-with a very difficult hand. >> last question, you know, some argue that maybe their best foot forward would have been to put the keyboard -- the q up first. targeting the people waiting for a new keyboard device for a while would that have mattered? >> i think there is blackberry loyalists do stay for the keyboard alone. there is something to be said for that, but that is coming likely in april. it is what
what more could the man have done realistically against samsung sand apple? anything could have done yesterday to have held that stock up? >> to be very fair, you were right, he was dealt a very difficult hand when he stepped into this role. he has been -- he has done what he could with a very bad lot. however, however, i think the market is against him. you mention $70,000 apps, simon, but there are some that are missing and it becomes a chicken and egg type thing, people will come to...
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Jan 10, 2013
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i mean, they are already seeing subscriber share for the iphone in china go down to companies like samsung and lenovo so this would be a pretty big loss. they would have to figure something else out in the country. >> yeah. david. can you address the issue of the margins? i mean, that seems to be the single most issue, most important issue affecting the way people feel about this company. margins are compressing. they are not growing nearly what they were before. if apple comes out with an iphone mini, that's only going to hurt margins even more as it tries to establish itself in emerging markets like china. >> well, that's right. i mean, apple had the best of both worlds. they could sell a premium products at ridiculously high margins and grow faster than anyone else. that is clearly being challenged, but as i say, the stock right now after this decline over the last couple of months reflects a lot of skepticism about margins, so they are better off getting more volume, and, remember, once you even sell a low-end iphone, that customer is going to buy apps, and they are going to be a loyal
i mean, they are already seeing subscriber share for the iphone in china go down to companies like samsung and lenovo so this would be a pretty big loss. they would have to figure something else out in the country. >> yeah. david. can you address the issue of the margins? i mean, that seems to be the single most issue, most important issue affecting the way people feel about this company. margins are compressing. they are not growing nearly what they were before. if apple comes out with...
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Jan 25, 2013
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. >>> samsung posted record profits but show signs that maybe the smartphone slowdown is not an apple problem. apple slightly higher after closing down 12% yesterday. >>> futures moving higher as the dow looks at a march toward record territory. posted gains for the tenth time in the last 11 sessions. also, the s&p 500 surpassing the 1,500 mark for the first time since december 2007, but closed below that level with a slight gain on the session. certainly it seems like it's all positive. the dow transports confirming this move higher. it was pointed out in a note a couple of days ago that that's the buy signal here on the dow. yesterday's market action, jim, was that concerning that it couldn't hold 1,500? >> i'm not going to be concerned about where they nailed it at the close. the earnings per share have just been stellar. not just the bottom one. the outline's been great. procter & gamble this morning, and i was on the starbucks call. they're firing on every single cylinder, delivering on all promises, 3m, big dow stocks, they're talking about the big turn in asia. asia turn, asia
. >>> samsung posted record profits but show signs that maybe the smartphone slowdown is not an apple problem. apple slightly higher after closing down 12% yesterday. >>> futures moving higher as the dow looks at a march toward record territory. posted gains for the tenth time in the last 11 sessions. also, the s&p 500 surpassing the 1,500 mark for the first time since december 2007, but closed below that level with a slight gain on the session. certainly it seems like...
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Jan 14, 2013
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the samsung phones are by many people considered equal. same with the google phone. and, iphone sales are just not going to grow the way they have before. so, from a stock perspective you have to look at the margin. apple has an unprecedented hardware company margin. it's almost certainly going to go down in the future and the stock market doesn't like that. >> you think it's down from here on out or is there a way for that stock to get back to 600, even 700? >> i think it's going to go through a long consolidation period. i think the profit margin has to come down and i think that's because it's too high. i think the company has been so focused on selling right at the top end of the market, making as much money as it can, meanwhile, they have missed where the growth in smart phone market is now, which is in emerging markets where people cannot pay $600 for a phone. >> you think they're going to go cheap or not? there's been some big debate where there's a suggestion that they were going cheap and then there was the comment in asia, by one of the executives, maybe th
the samsung phones are by many people considered equal. same with the google phone. and, iphone sales are just not going to grow the way they have before. so, from a stock perspective you have to look at the margin. apple has an unprecedented hardware company margin. it's almost certainly going to go down in the future and the stock market doesn't like that. >> you think it's down from here on out or is there a way for that stock to get back to 600, even 700? >> i think it's going...
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Jan 29, 2013
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. >> i've seen samsung is coming up a little bit but everybody still has an iphone. some sort of iphone. >> i think there's a lot of competition but i think apple probably still has an edge. >> a lot of the other phones are just, i don't know, more hype than anything. >> verizon buys data. that's about all i hear. >> do you think apple is losing its cool? >> yeah. i feel that way especially with the new iphone 5. >> why? >> because the new software is not as good as the old one. >> apple is extremely expensive especially with their data plan so if people are offering pretty much the same service for less people will go for that. >> my fiance has the glaxy and loves that as well so we kind of compete back and forth with each other. >> who's winning? >> he thinks he is. >> a couple of my friends are having samsung galaxy and starting to not like apple and have the samsung galaxy but again, me personally, the iphone sounds good. >> you want to say i have an iphone. >> yeah. >> you don't want to say i have a galaxy. >> here we go. yeah. >> all right. so still some cache.
. >> i've seen samsung is coming up a little bit but everybody still has an iphone. some sort of iphone. >> i think there's a lot of competition but i think apple probably still has an edge. >> a lot of the other phones are just, i don't know, more hype than anything. >> verizon buys data. that's about all i hear. >> do you think apple is losing its cool? >> yeah. i feel that way especially with the new iphone 5. >> why? >> because the new...
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Jan 7, 2013
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real quick, samsung? i read that they may have, at least the gossip is, they may have a screen that won't break? it's a flexible screen? i'm excited if this is true. >> yes, so samsung has a huge product announcement and a lot of innovations. they're going to be showing off flexible displays. small and large, so smart phone and tv. but they're going to have a brand new product and i think that will be probably the most applicable thing to the earnings on samsung over the next year or two because it will go to market. >> brian white, thank you for w joining us this morning. >> coming up, several stocks on the move this morning. we'll check in with jim cramer at the new york stock exchange. that's nextment ♪ ♪ ♪ [ male announcer ] don't just reject convention. drown it out. introducing the all-new 2013 lexus ls f sport. an entirely new pursuit. [ male announcer ] how do you make 70,000 trades a second... ♪ reach one customer at a time? ♪ or help doctors turn billions of bytes of shared information
real quick, samsung? i read that they may have, at least the gossip is, they may have a screen that won't break? it's a flexible screen? i'm excited if this is true. >> yes, so samsung has a huge product announcement and a lot of innovations. they're going to be showing off flexible displays. small and large, so smart phone and tv. but they're going to have a brand new product and i think that will be probably the most applicable thing to the earnings on samsung over the next year or two...
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Jan 30, 2013
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we don't trade samsung. samsung's killing r.i.m. who's not killing r.i.m. nokia? >> we had an analyst saying all the things that were bad about amazon and how this is ahead. every time he said something bad, i played that -- >> i saw it. i saw it. i know. >> he looked over at the monitor, i think he thought jeff was listening for a minute. >> he was also thinking, oh, man, now i won't be able to talk to bassos anymore. >> that was a great interview. >> it never gets old, i will admit it. it never gets old. >> i'm glad we saved that. >> how about showing being completely wrong, not helping anyone. really making it impossible on amazon. he still comes on. that's my kind of guy. >> but jim, i said the metrics for apple at 700, every valuation number was cheap. whereas everyone for amazon here is expensive. yet look, you know, the market seems to know more than this. >> how about the guy putting on about a 50 p, where did he come on that? pin the tail on the pe? >> come up with whatever you want. >> there is no pe. >> keep the dream alive. >> yes. >> that's the beauty
we don't trade samsung. samsung's killing r.i.m. who's not killing r.i.m. nokia? >> we had an analyst saying all the things that were bad about amazon and how this is ahead. every time he said something bad, i played that -- >> i saw it. i saw it. i know. >> he looked over at the monitor, i think he thought jeff was listening for a minute. >> he was also thinking, oh, man, now i won't be able to talk to bassos anymore. >> that was a great interview. >> it...
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a tumble in samsung electronics and sell-offs in automakers were the major drag. australia is closed for a public holiday and india's sensex ended just a touch below the line. back to you. >> thank you very much for that. a top republican lawmaker says the automatic spending cuts will go into effect as scheduled in march. house budget committee chairman paul ryan says the sequester which will cut about 1.2 trillion in domestic and defense spending over the years will happen because they haven't offered gop alternative proposals. congress passed a stopgap spending bill by 2027. >> we are more than happy to keep spending at those levels going on into the future while we debate how to balance the budge, how to grow the economy, how to create opportunity. that's the kind of debate the country deserves. by the way, if we keep going down this path, we will have a debt crisis. it's not an if question, it's a when question. >> joining us now is tony fratto, former treasury secretary, he's in paris this morning. tony, what brings you to paris? >> i have some meetings here
a tumble in samsung electronics and sell-offs in automakers were the major drag. australia is closed for a public holiday and india's sensex ended just a touch below the line. back to you. >> thank you very much for that. a top republican lawmaker says the automatic spending cuts will go into effect as scheduled in march. house budget committee chairman paul ryan says the sequester which will cut about 1.2 trillion in domestic and defense spending over the years will happen because they...
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i keep coming back to, samsung has the hot one. arm holdings, they're in apple. people are saying, look, i can't take apple anymore. now, remember, it is at 520. >> and maybe inside of apple you play like qualcomm, which gets into device, not just an apple device. qualcomm is estimated there's about $4 to $5 of content in every iphone, and that is about the same as samsung. that's the ultimate -- >> i went out and saved money with qualcomm. scott mcgregor's got it down. it's in everything. amen, qualcomm. >> still in the smartphone space, r.i.m. having what is like almost an echo of past headlines. that is more trouble with service in the middle east. i think asia -- no, middle east -- >> africa. >> -- africa, yeah. >> and indonesia. that's where they're headquartered, isn't it? >> big population there. >> another downgrade today. it's really -- the new iteration is apparently not taking the world by storm, right? you switched. everybody switched. >> i switched. >> you switched, right? growing work horses here, this is the bmo. the stock, people didn't like the l
i keep coming back to, samsung has the hot one. arm holdings, they're in apple. people are saying, look, i can't take apple anymore. now, remember, it is at 520. >> and maybe inside of apple you play like qualcomm, which gets into device, not just an apple device. qualcomm is estimated there's about $4 to $5 of content in every iphone, and that is about the same as samsung. that's the ultimate -- >> i went out and saved money with qualcomm. scott mcgregor's got it down. it's in...
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Jan 16, 2013
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google's android and samsung are very formidable competitors. this is going to continue to happen. we'll see margins deteriorate at some point. that's the debate. when do you see those margins start to fall off. we don't think that's right now. >> we've seen it, channing. we've seen it. margins have peaked with the iphone 3gps. it's a decline we've seen for months and months. it sounds like your sentiment has also changed. even if it's just the margins, at what valuation do you think apple should be trading right now? it's not the valuation it was trading at when it was $700, according to what you're saying. >> the valuation is extremely cheap. we're trading at ten times. take the cash out at 7. keep in mind, the earnings growth should be close to 20%. compare that to any tech company in the technology sector, or overall market and there's a big disconnect. we think the earnings growth trajectory for apple is extremely attractive. we think they can at least grow at 15. but the stock needs to trade much higher. we think it will. we disagree with you on the gross margins. we've seen
google's android and samsung are very formidable competitors. this is going to continue to happen. we'll see margins deteriorate at some point. that's the debate. when do you see those margins start to fall off. we don't think that's right now. >> we've seen it, channing. we've seen it. margins have peaked with the iphone 3gps. it's a decline we've seen for months and months. it sounds like your sentiment has also changed. even if it's just the margins, at what valuation do you think...
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Jan 23, 2013
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samsung is for real and other carri carriers that dictate a lot of demand trends. i like the strategy. i think they can gain margin through scale and sell a lot of accessories and services through that. that's a little hard to stole my investors and my clients sometimes. i think that the ipod way, they went after it and they didn't let anybody do anything in that music player market. i actually think that's the way to go in phones. now that we've passed that time, they need to be a little careful. they can do a phone with a 40% margin, below the current but not below others. >> and some people anticipated in part they sold so many of the iphone 5 more than expected. is that good news for apple? >> it's a mixed news. actually, i think the big news of verizon, they sold more iphones than expected but sold more old iphones. half were iphone 4s and 4 ss. those actually carry a higher margin than iphone 5. the gross margin may be surprising given the mix of old iphones was stronger than expected and i expect it continues. what's going on with the iphone 5? is it a hit o
samsung is for real and other carri carriers that dictate a lot of demand trends. i like the strategy. i think they can gain margin through scale and sell a lot of accessories and services through that. that's a little hard to stole my investors and my clients sometimes. i think that the ipod way, they went after it and they didn't let anybody do anything in that music player market. i actually think that's the way to go in phones. now that we've passed that time, they need to be a little...
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Jan 17, 2013
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samsung is going to do well. visa and mastercard are growing double digits. consumers all over if world, it's clipping coupons. you're not taking any credit risks. and we know more people are moving away from cash. look at companies doing that as opposed to a lot of investors say, well, i want that 6% dividend and i'll be happy with that. >> okay. and you talked about ford for a while. >> ford. their secular growth rate is there for you. you look at the auto companies, they're still growing. the average car is 11 years old. they have greater national exposure. they've just doubled their dividend. it's a dividend stock now with growth. a year ago, it didn't have a dividend. it wasn't investment grade. but you're up 40%. maybe you don't chase it now, but -- >> all right. so, joe, when we started the year, we did that, you know, that deal for the fiscal cliff. i don't know how you refer to it at this point. no one liked it. >> deal with the devil, joe? >> well, no. it was enough. it was enough. it got us through that period. then we said, well, we've got to two
samsung is going to do well. visa and mastercard are growing double digits. consumers all over if world, it's clipping coupons. you're not taking any credit risks. and we know more people are moving away from cash. look at companies doing that as opposed to a lot of investors say, well, i want that 6% dividend and i'll be happy with that. >> okay. and you talked about ford for a while. >> ford. their secular growth rate is there for you. you look at the auto companies, they're still...
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Jan 24, 2013
01/13
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but i think apple is still growing, they're still -- there's no lines anymore if samsung is making fun of. that's going to be a problem for me. right now there's still lines and they're still growing and margins are still high. just not as much as they used to be. >> jon? >> you know, i think it's interesting that became was up so much yesterday powering the dow. this apple story is kind of like between the facebook ipo and ibm. ibm does so well at managing expectations. they're an extreme case of managing both expectations, and their earnings. facebook totally whipped it on their ipo by not correcting managing expectations. it seems like apple is sort of in that facebook wheelhouse trying to get more like ibm. right now, they're in the midst of a cycle where they redesigning a bunch of products. margins are down. but in terms of the number of iphones that they're shipping, very high. i mean, that's something that investors certainly need to think about. >> all right, john, thank you very much. daniel, thank you. we appreciate it. >> my pleasure. >> the world economic forum is just hea
but i think apple is still growing, they're still -- there's no lines anymore if samsung is making fun of. that's going to be a problem for me. right now there's still lines and they're still growing and margins are still high. just not as much as they used to be. >> jon? >> you know, i think it's interesting that became was up so much yesterday powering the dow. this apple story is kind of like between the facebook ipo and ibm. ibm does so well at managing expectations. they're an...
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Jan 11, 2013
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. >> and samsung is getting huge market share. by the way, the coolest new phone you'll ever see in your whole life, they now make a screen that doesn't break. >> what? >> it's foldable, twistable, you can't break it. >> have you broken a screen on your phone? >> no, but people are constantly breaking phones. you drop them on the floor and they break. anyway, amazon is taking aim at apple's i tune store unveiling amazon autorip. it's free versions of music cds they pufr chased. analysts hope it will encourage more people to use the class service. >> how would you know whether you were being a really good lincoln or not? how do we know how he acted and how he talked? how would you know if someone was a really good -- other than just good makeup? how would you know whether it was good performance? >> it's guesswork. it doesn't sound like daniel day-lewis. >> but they're saying that he is -- that no one should even show um, that is nominated with him because he's going to win. but how do you know he's realistic? >> it is amazing cons
. >> and samsung is getting huge market share. by the way, the coolest new phone you'll ever see in your whole life, they now make a screen that doesn't break. >> what? >> it's foldable, twistable, you can't break it. >> have you broken a screen on your phone? >> no, but people are constantly breaking phones. you drop them on the floor and they break. anyway, amazon is taking aim at apple's i tune store unveiling amazon autorip. it's free versions of music cds they...
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Jan 11, 2013
01/13
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that's a display from samsung that can flex and bend without breaking. i don't know. i just though that was amazing. they call it the yume, and they say it could be used in phones and tablets one day. he says the technology is unlikely to appear in a device as soon as this year, samsung just wanted to show off what it could do. certainly impressed me. >>> it's been 525 days since the u.s. lost its top credit rating. what are we doing to get it back? leon panetta has ordered departments to start cutting costs, in case they don't reach a deal on spending. probably a pretty smart move from the defense secretary. >>> now our third story "outfront." breaking news. the center for disease control has just told cnn that the flu is now at epidemic levels in the united states. right now, widespread, in 41 states. here's the latest map from the centers of disease control. all that red is high flu activity. now i'm going to flip it to show you the same time last year, green, minimal activity. i mean, a totally different picture. this year's flu season came sooner than expected an
that's a display from samsung that can flex and bend without breaking. i don't know. i just though that was amazing. they call it the yume, and they say it could be used in phones and tablets one day. he says the technology is unlikely to appear in a device as soon as this year, samsung just wanted to show off what it could do. certainly impressed me. >>> it's been 525 days since the u.s. lost its top credit rating. what are we doing to get it back? leon panetta has ordered departments...